See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,893 | $215,361-91.7% | $171,082-89.5% | $273,961-93.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 12.18% | 25.14%-13.0pp | 32.56%-20.4pp | 41.45%-29.3pp |
| Employer contribution / active EE | $1,250 | $4,967-74.8% | $4,002-68.8% | $4,869-74.3% |
| Participant deferral / active EE | $16 | $5,543-99.7% | $4,797-99.7% | $5,287-99.7% |
| Admin fee / account holder | $291 | $10,846-97.3% | $8,520-96.6% | $10,132-97.1% |